See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,832 | $103,376+180.4% | $87,100+232.8% | $152,861+89.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.64% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $5,258 | $3,220+63.3% | $2,521+108.5% | $4,762+10.4% |
| Participant deferral / active EE | $17,199 | $4,778+260.0% | $4,049+324.8% | $5,850+194.0% |
| Admin fee / account holder | $271 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |